Portfolio Re-Balancer
It is professional grade tools which keeps portfolios from deviating away from their original target asset allocations. The potential benefits of portfolio rebalance include return enhancement and risk control. This module provides comparison indicators and charts between current portfolio and the targeted portfolio, such as return, risk, Sharpe Ratio, Value at Risk and stock category overview. Further, asset correlation efficiencies among assets are provided for visual inspection.

Risk Controller
The risk Controller is a simple and intuitive tool. Using PRC, investors can have a complete risk profile of their investment and control in the risk exposures of their portfolios. Users have options to use either Sharpe ratio or Sortino ratio as risk control KPIs to suit their needs.

Portfolio Optimizer
The Portfolio Optimizer is the core module of our flagship product Quantitative Portfolio Optimizer. It optimizes your portfolio by giving the optimal portfolio with assets weightings. Two optimization modes comes as standard. The Selected Mode optimized portfolio give the maximum Sharpe Ratio which may select only a handful of assets from the existing portfolio. The Full Mode optimized portfolio return an optimized portfolio which includes all assets.